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Allied Dunbar franchisees will be able to underwrite customers for protection policies at the point of sale when it launches new laptop-compatible software later this summer.Allied Dunbar claims the system ensures all the customer&#39s needs are correctly identified and that an adviser cannot overlook an area of need or offer an incorrect product. The system […]

Berkeley Alexander has designed MortgageSafe, an accident, sickness and unemployment (ASU) mortgage protection plan that is available to new and existing borrowers.There is a choice of a 30- or 60-day deferred period and cover can be limited to unemployment only or disability only. This enables borrowers who already have critical illness or income protection to […]

Oxford Actuaries and Consultants, a provider of consultancy and information services to the insurance and pensions industry, is launching a new software system to help companies calculate compensation if endowment mortgages are found to be missold. Its Endowment Mortgage Expert System, based on technology developed during the pensions review, is designed to lead the user […]

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Charles Stanley has seen revenues at its financial planning division jump 20 per cent over the six months to the end of September. Results released this morning show that the discretionary fund manager and platform provider made “continued investment in the expansion of the financial planning division”, generating turnover of £3.5m compared to £2.9m for […]

The Investment Association has launched new guidelines for executive remuneration, following “shareholder rebellion” this AGM season. The trade body says that there is mounting frustration from investors that listed companies are not taking concerns about excessive pay packets for senior staff seriously, and has issued a new “Principles of Remuneration” document today. The IA has […]

A growing appetite for sustainable investments is forcing fund providers to think outside the box The rising popularity of passive investing in recent years has prompted some industry figures to ask how much further its share of the market can continue to grow. Active fund manager Baillie Gifford launched a campaign for “actual” investing earlier […]

22nd November 20188:00 am

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